Phillips Financial Management, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Phillips Financial Management, LLC holds 2,113 shares of BRKB stock, worth $0. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,113
Previous 2,345 9.89%
Holding current value
$0
Previous $953,000 1.99%
% of portfolio
0.08%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
N/A
-232 Reduced 9.89%
2,113 $972,000
Q2 2024

Aug 08, 2024
BUY
N/A
136 Added 6.16%
2,345 $953,000
Q1 2024

Apr 23, 2024
SELL
N/A
-74 Reduced 3.24%
2,209 $928,000
Q4 2023

Jan 25, 2024
BUY
N/A
143 Added 6.68%
2,283 $814,000
Q3 2023

Nov 09, 2023
BUY
N/A
322 Added 17.71%
2,140 $749,000
Q2 2023

Aug 11, 2023
BUY
N/A
46 Added 2.6%
1,818 $619,000
Q1 2023

May 08, 2023
BUY
N/A
29 Added 1.66%
1,772 $547,000
Q4 2022

Jan 24, 2023
BUY
N/A
112 Added 6.87%
1,743 $0
Q3 2022

Nov 08, 2022
BUY
N/A
1,631 New
1,631 $436,000
Q2 2022

Jul 22, 2022
SELL
N/A
-1,250 Closed
0 $0
Q1 2022

May 06, 2022
BUY
N/A
1,250 New
1,250 $442,000

Others Institutions Holding BRKB

# of Institutions
88
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
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